Integration
Connect Atera and CRM PipeRun
When New Alert Created fires in Atera, your agent runs Add Deal in CRM PipeRun, or New Activity in CRM PipeRun to Add Customer/Site in Atera. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Atera and CRM PipeRun to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What Atera and CRM PipeRun can do together
From Atera to CRM PipeRun
When New Alert Created in Atera
then Add Deal in CRM PipeRun
From CRM PipeRun to Atera
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Atera and CRM PipeRun
Triggers and actions 13 triggers · 19 actions
- Alert Resolved
Triggers when an alert is resolved (closed) in Atera.
- New Alert Created
Triggers when a new alert is created in Atera.
- New Customer Created
Triggers when a new customer (site) is created in Atera.
- New Ticket Created
Triggers when a new ticket is created in Atera.
- Ticket Status Changed
Triggers when a ticket's status changes in Atera.
- Add Customer/Site
Creates a new customer (site) in Atera.
- Find Alert
Returns one Atera alert by its ID.
- Find Ticket
Returns one Atera ticket by its ID.
- Lost Deal
Triggers when a PipeRun deal is marked as lost.
- New Activity
Triggers when a new activity is created in PipeRun.
- New Company
Triggers when a new company is created in PipeRun.
- New Deal
Triggers when a new deal is created in PipeRun.
- New Items
Triggers when a new product, service or MRR item is created in PipeRun.
- New Person
Triggers when a new person (contact) is created in PipeRun.
- Updated Deal
Triggers when a deal in PipeRun is updated.
- Won Deal
Triggers when a PipeRun deal is marked as won.
- Add Deal
Creates a new deal in a PipeRun pipeline stage.
- Add note
Adds a note in PipeRun, optionally linked to a deal, company, person or call.
- Create Activity
Creates a new activity (task, call, meeting) in PipeRun.
- Create Company
Creates a new company in PipeRun.
- Create Item
Creates a new product, service or recurring (MRR) item in PipeRun.
- Create Person
Creates a new person (contact) in PipeRun.
- Create Proposal
Creates a new proposal on a PipeRun deal.
- Find companies
Searches companies in PipeRun by name, CNPJ, website, external code and other filters, returning the matching company records.
- Find deals
Finds deals (opportunities) in PipeRun matching the filters you supply, such as title, hash, status, pipeline, stage, owner, company or person.
- Find people
Searches people in PipeRun by name, CPF, company, job title or other filters and returns the matching people.
- Get deal
Returns the details of a single deal (opportunity) by its ID, optionally with related items, people, companies, custom forms and users.
- Update activity
Updates an existing activity in PipeRun, such as its title, status, owner, dates or linked people and companies.
- Update company
Updates an existing company in PipeRun. Only the fields you fill in are changed.
- Update deal
Updates an existing deal (opportunity) in PipeRun, changing only the fields you fill in, including its custom fields.
- Update item
Updates a product, service or recurring (MRR) item in your PipeRun catalog.
- Update person
Updates an existing person (contact) in PipeRun, including contact details, address, tags and custom fields.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Atera
Atera to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Atera to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Atera to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Atera to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Atera to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Atera to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into CRM PipeRun
ActiveCampaign to CRM PipeRunActiveCampaign is a marketing automation, email marketing, and CRM platform.
Airtable to CRM PipeRunOrganize anything with Airtable, a modern database created for everyone.
Asana to CRM PipeRunAsana is a collaborative information manager for workspace.
ClickUp to CRM PipeRunClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.
Brevo to CRM PipeRunBrevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...
Calendly to CRM PipeRunCalendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...
Questions
Atera and CRM PipeRun, answered
What can start an automation from Atera?
Any of Atera's 5 triggers in the catalog, including New Alert Created, New Customer Created, New Ticket Created and Ticket Status Changed. Describe the moment in plain language and your agent picks the right one.
What can your agent do in CRM PipeRun when something happens in Atera?
Any of CRM PipeRun's 16 actions, including Create Activity, Create Company, Create Item and Create Person. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from CRM PipeRun to Atera?
Yes. When something happens in CRM PipeRun, your agent can act in Atera too. This page covers both directions: CRM PipeRun's triggers and Atera's actions are listed here as well.
Do I have to build a connector for Atera or CRM PipeRun?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use Atera and CRM PipeRun without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.